Peachtree Investment Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Peachtree Investment Advisors’s Portfolio IYY Stock Details IYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-19,472	Closed	-$1.01M	–	184
2015 Q2	$1.01M	Buy	19,472 +80	+0.4%	+$4.25K	0.76%	40
2015 Q1	$1.02M	Buy	19,392 +100	+0.5%	+$5.21K	0.73%	39
2014 Q4	$999K	Buy	19,292 +82	+0.4%	+$4.15K	0.67%	38
2014 Q3	$952K	Buy	19,210 +74	+0.4%	+$3.69K	0.64%	42
2014 Q2	$948K	Buy	19,136 +76	+0.4%	+$3.65K	0.63%	42
2014 Q1	$904K	Hold	19,060	–	–	0.62%	45
2013 Q4	$890K	Buy	+19,060	New	+$853K	0.61%	44

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAC

Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

Peachtree Investment Advisors's IYY Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of iShares Dow Jones US ETF (IYY) in Q3 2015, closing a stake of 19,472 shares — an estimated $1.01M sold.

Peachtree Investment Advisors first reported a position in IYY in Q4 2013 and held it in 7 quarters. The position peaked at $1.02M in Q1 2015. 98 funds tracked by Wall St. Rank hold IYY as of Q3 2015.

Peachtree Investment Advisors reported no remaining iShares Dow Jones US ETF position as of Q3 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 19,472 iShares Dow Jones US ETF shares in Q3 2015, an estimated $1.01M.
Peachtree Investment Advisors first reported a position in iShares Dow Jones US ETF in Q4 2013 and held it in 7 quarters.
Peachtree Investment Advisors's iShares Dow Jones US ETF position peaked at $1.02M in Q1 2015.
98 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.